GENERATION INVESTMENT MANAGEMENT LLP
Institutional investor · Portfolio as of Q1 2025
Top Holdings38 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 5.2M | $2B | 11.8% | $260.41 | +44.69% | 25 qtrssince 2019-Q1 | Increased 65 |
BECTON DICKINSON AND CO | 5.3M | $1.2B | 7.3% | $177.29 | -0.81% | 25 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB (CHARLES) CORP | 14.3M | $1.1B | 6.8% | $54.16 | +41.86% | 25 qtrssince 2019-Q1 | Increased 67 |
MERCADOLIBRE INC | 530,564 | $1B | 6.3% | $1,233.76 | +66.00% | 25 qtrssince 2019-Q1 | Increased 65 |
AMAZON.COM INC | 5M | $957.3M | 5.8% | $110.37 | +74.62% | 17 qtrssince 2021-Q1 | Decreased 0 |
STERIS PLC | 3.4M | $760.3M | 4.6% | $204.46 | +8.25% | 19 qtrssince 2020-Q3 | Increased 62 |
NUTANIX INC - A | 10.6M | $743.2M | 4.5% | $32.36 | +119.46% | 24 qtrssince 2019-Q2 | Decreased 0 |
EQUIFAX INC | 2.8M | $682.3M | 4.1% | $217.08 | +10.02% | 25 qtrssince 2019-Q1 | Increased 85 |
WORKDAY INC-CLASS A | 2.9M | $678.1M | 4.1% | $243.91 | -2.22% | 4 qtrssince 2024-Q2 | Increased 77 |
DANAHER CORP | 3.2M | $651.5M | 3.9% | $213.89 | -4.21% | 9 qtrssince 2023-Q1 | Increased 75 |
ALPHABET INC-CL A | 3.9M | $600.3M | 3.6% | $183.58 | -16.17% | 2 qtrssince 2024-Q4 | Increased 71 |
THERMO FISHER SCIENTIFIC INC | 1.2M | $592.4M | 3.6% | $455.57 | +9.49% | 25 qtrssince 2019-Q1 | Decreased 0 |
AGILENT TECHNOLOGIES INC | 5M | $583M | 3.5% | $138.31 | -16.30% | 3 qtrssince 2024-Q3 | Increased 69 |
GARTNER INC | 1.3M | $563M | 3.4% | $162.23 | +157.82% | 21 qtrssince 2020-Q1 | Increased 68 |
TRIMBLE INC | 7.6M | $497M | 3.0% | $54.10 | +21.11% | 7 qtrssince 2023-Q3 | Decreased 0 |
ANALOG DEVICES INC | 2.3M | $457.8M | 2.8% | $121.40 | +64.04% | 25 qtrssince 2019-Q1 | Decreased 0 |
JONES LANG LASALLE INC | 1.8M | $453.9M | 2.7% | $153.11 | +60.60% | 25 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 1.3M | $410.3M | 2.5% | $313.81 | -3.53% | 6 qtrssince 2023-Q4 | Decreased 0 |
MASTERCARD INC - A | 635,999 | $348.6M | 2.1% | $315.50 | +78.21% | 12 qtrssince 2022-Q2 | Decreased 0 |
WATERS CORP | 755,325 | $278.4M | 1.7% | $267.66 | +53.99% | 8 qtrssince 2023-Q2 | Decreased 0 |
GENERATION INVESTMENT MANAGEMENT LLP manages $16.6B across 38 positions as of Q1 2025. Top holdings: MSFT (11.8%), BDX (7.3%), SCHW (6.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Added 3 new positions, exited 3, increased 11, trimmed 20. Top move: EFX (INCREASED, conviction 85). Portfolio: $16.6B across 38 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer